Andrew Kleinman (CRD# 4327162) is an Investment Advisor Representative working at Coastal Way Financial Group, LLC in West Palm Beach, FL and has over 23 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Point Capital, LLC | Chicago, IL | Apr 2023 - Current | 1 |
| Coastal Way Financial Group, LLC | West Palm Beach, FL | Mar 2017 - Current | 7 |
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2013 - Apr 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- FL
- NJ
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$254,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, NJ, NY
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